MWA
USAR

Medallion Wealth Advisors’s USA Rare Earth Inc USAR Stock Holding History

Medallion Wealth Advisors’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.32K Hold
200
– – ﹤0.01% 882
2026
Q1 		$3.03K Sell
200
-100
-33% -$1.94K ﹤0.01% 949
2025
Q4 		$3.57K Buy
+300
New +$5.71K ﹤0.01% 915

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Medallion Wealth Advisors's USAR Position: Q2 2026 in Review

Medallion Wealth Advisors held its USA Rare Earth Inc (USAR) position steady in Q2 2026 at 200 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Medallion Wealth Advisors first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Medallion Wealth Advisors held 200 shares of USA Rare Earth Inc worth $4.32K as of Q2 2026.
  • Medallion Wealth Advisors left its USA Rare Earth Inc share count unchanged in Q2 2026.
  • USA Rare Earth Inc made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #882 holding.
  • Medallion Wealth Advisors first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.